Buzz Marketing, a rapidly growing digital marketing agency, faced challenges with onboarding new clients efficiently. The process was often slow and chaotic, leading to miscommunications and delays in project kick-offs. This inefficiency threatened client satisfaction and retention.
Buzz Marketing implemented a Project Onboarding System that automated the entire onboarding process. The system triggered workflows upon client agreement, automatically creating project folders, assigning team members, and generating initial project briefs based on client input. It included automated reminders for client input and progress checks.
With the new onboarding system, Buzz Marketing reduced client onboarding time by 70%. The smooth and organized process improved client satisfaction scores significantly, as new clients felt welcomed and informed from the start. The agency not only retained 90% of new clients but also saw a 50% increase in upsell opportunities within the first three months, boosting overall revenue by 30%.
